> Could you please elaborate for the general HN public what TSMC is doing and how they are advancing too fast while Intel (also AMD?) are "stagnated"?
AMD hasn't stagnated, they've made some serious progress in the last years, and they've long ago gone fabless - they spun off GlobalFoundries in 2009, and mostly deal with TSMC. The biggest problem AMD has when compared to anything ARM is the instruction set - x86 carries a crapton of baggage with its 40-ish years of history and backwards compatibility, while ARM is relatively clean.
Intel stagnated because they messed up big with their node shrinking and for inner-political reasons couldn't say they go with TSMC as well so they were stuck with their old nodes.
AMD hasn't stagnated, they've made some serious progress in the last years, and they've long ago gone fabless - they spun off GlobalFoundries in 2009, and mostly deal with TSMC. The biggest problem AMD has when compared to anything ARM is the instruction set - x86 carries a crapton of baggage with its 40-ish years of history and backwards compatibility, while ARM is relatively clean.
Intel stagnated because they messed up big with their node shrinking and for inner-political reasons couldn't say they go with TSMC as well so they were stuck with their old nodes.